The Conrad Company 401(k) Plan
Sponsored by Conrad Company Holdings, Llc · EIN 873711410 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 158
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $19,446 |
| Empower Annuity Insur Co Of America | Recordkeeping fees | $15,991 |
| Pa Retirement Solutions, Inc. | Contract administrator | $3,830 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,729 |
| Empower Advisory Group, Llc | Investment management | $618 |